JPMorgan US Value Factor ETF
JVAL
76 hedge funds and large institutions have $259M invested in JPMorgan US Value Factor ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 28 reducing their positions, and 14 closing their positions.
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
1% more funds holding
Funds holding: 75 → 76 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
7% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 28
2.98% less ownership
Funds ownership: 63.95% → 60.97% (-3%)
7% less capital invested
Capital invested by funds: $279M → $259M (-$20.2M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.97M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.04M |
| 3 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$1.02M |
| 4 |
JP Morgan Chase
New York
|
+$934K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$876K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$13.7M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$8.95M |
| 3 |
Morgan Stanley
New York
|
-$5.32M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$4.29M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$3.68M |
JVAL Hedge Fund Activity: Q4 2022 in Review
76 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in JPMorgan US Value Factor ETF (JVAL) for Q4 2022, worth a combined $259M — down 7.2% from $279M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new JVAL positions and 14 closed out — a net gain of 5 holders — while 26 added to existing stakes and 28 trimmed.
The largest buyer was Bank of America, adding an estimated $1.97M. The largest seller was RWA Wealth Partners, cutting an estimated $13.7M.
- 76 institutional investors held JPMorgan US Value Factor ETF (JVAL) as of Q4 2022, up from 75 in Q3 2022.
- Funds reported $259M of JPMorgan US Value Factor ETF stock for Q4 2022, down 7.2% quarter-over-quarter.
- 19 funds opened new JPMorgan US Value Factor ETF positions in Q4 2022 and 14 closed out, a net change of +5 holders.
- The largest JPMorgan US Value Factor ETF buyer in Q4 2022 was Bank of America, an estimated $1.97M added.
- The largest JPMorgan US Value Factor ETF seller in Q4 2022 was RWA Wealth Partners, an estimated $13.7M sold.
Based on aggregated 13F filings for Q4 2022.